Moving from Quickbooks to Wafeq

To move from QuickBooks you will want to download your data and then import them back into Wafeq.

How do I export my data from QuickBooks?

1. Go to the Gear icon on the top left of your screen
2. From the Tools menu, choose the Export data option
3. Set the date range to year-to-date from the Reports tab
4. Choose the reports that want to export the Reports list by toggling the slider.
5. Click on the Export to Excel button

How do I export non-posting transactions?

Exporting estimates

1. Choose Sales from the left side menu, then select All Sales
2. From the Filter, set the date range and other filters that you may want, then click Apply
3. From the Type, choose Estimates
4. Finally, click on the Export to Excel icon

Purchase Orders

1. Choose Expenses from the left side menu
2. From the Filter, set the date range and other filters that you may want, then click Apply
3. From the Type drop-down menu, choose Purchase Order
4. Finally, click on the Export to Excel icon

Customer Statements

1. Choose Sales from the left side menu, then All Sales
2. From the Filter, set the date range and other filters that you may want, then click Apply
3. From the Type drop-down menu, choose Statements
4. Finally, click on the Export to Excel icon

Attachments

1. Choose Settings from the toolbar
2. From the Lists, choose Attachments
3. Select the attachments you would want to export
4. Choose the Batch Actions, then click on Export

Recurring Templates

1. From the left-side menu choose Reports
2. Search for the Recurring Template List report
3. Click on the Export icon

Chart of Accounts

1. From the left-side menu choose Reports
2. Search for the Account List
3. Click on the Export icon, then Export to Excel

Products and Services

1. From the left-side menu choose Sales, then Products and Services
2. From the More drop-down menu, choose Run report
3. Click on the Export to Excel icon

How do I then import my data to Wafeq?

To import your data into Wafeq, follow the steps in this article.